A timeline is a new feature introduced in Excel 2013 and the good news is you can use it with a pivot table as well.
If you use pivot tables frequently I am sure you use filters to filter dates.
But the problem with default filter option is that it’s very hard to filter with months, quarters and years if you have simple dates.
That’s why Microsoft has introduced timeline filter option.
The best thing about a timeline filter is you don’t need to open the filter again and again, you just do it with a single click.
So today, in this post, I’d like to share with you simple steps to add a timeline filter to filter dates in a pivot table.
A timeline is just like slicer, the difference is that timeline only filters dates.
Download this sample file from here to follow along.
Now you have a timeline filter in your worksheet and you can filter your pivot table with this.
Following are some major components you can use to master timelines.
You also have options to customize your timeline. You can make following changes in it.
You can change the size of a pivot table timeline by using following steps.
And another best way is to resize a timeline from its borders.
By default, it will show you the caption name same as your column name which you have selected to insert a timeline. But you can change it anytime by using following steps.
Yes, you can use different styles to your timeline in the pivot table. There are total 12 different theme styles you can use for pivot table timeline.
You can also create a customized theme for your timeline by creating a new Timeline style.
You have following options to customize in your timeline.
Like a slicer, you can also link a timeline with more than one pivot table. Just follow these simple steps to do that.
So here is the whole story about a pivot table timeline. You can use it where you want to quickly filter your pivot tables.
You can also use a timeline in your dashboard to control your multiple pivot tables in a single click. I am pretty sure from now on words you would love it.
I hope this tip will help you save you a lot of time.
Now tell me one thing. Have you ever used a timeline with a pivot table before? Please share your views with me in the comment section. I would love to hear from you.
And, please don’t forget to share this tip with your friends. I’m sure they will appreciate it.